What is the most rewarding aspect of your role?
Happy clients which you generally get from excellent client service and generating capital growth in client portfolios. Not only are we investing for tax-efficient purposes, we are also looking to generate capital growth for our clients commensurate with investing in smaller companies.
What is the most challenging aspect of your role?
Convincing advisers and clients that the AIM market is not the ‘wild west’. There are, unfortunately, misconceptions about the quality of companies listed on AIM. Over the past 10 years the number of companies on AIM has fallen from c.1700 to just under 900 and the quality has vastly improved. Many successful household names such as Fevertree and ASOS have thrived on AIM, along with many less familiar names.
"Fundamental Asset Management has been managing portfolios of BR qualifying AIM stocks for more than 15 years since the firm’s formation in 2004, and can demonstrate an outstanding track record."
What makes your firm stand out?
Fundamental Asset Management has been managing portfolios of BR qualifying AIM stocks for more than 15 years since the firm’s formation in 2004, and can demonstrate an outstanding track record. Unlike many of our competitors, Fundamental is an independently owned portfolio manager with a particular focus on researching and managing smaller company portfolios for clients. We do not engage in stockbroking or corporate finance activities.
What is the one thing you would like advisers/investors to know about your firm?
What's one thing you'd like to change about the sector?
More new companies listing on AIM and greater tax support for AIM.
What are three things you look for when investing in a business?
- Organic growth
- Cash flow
- Return on equity and management ownership of shares in their companies.
What Industry journalist/commentator do your regularly follow?
Investor’s Champion (www.investorschampion.com)
What non-fiction book would you recommend?
'100 Baggers: Stocks That Return 100-to-1' and 'How to Find Them' by Christopher W. Mayer and Tom Jacobs
People Behind the Product is an interview series produced by CoInvestor that highlights the key people behind the wide range of tax-efficient investment funds you can find on our platform. By showcasing the fund managers behind the product, we aim to provide greater insight to the expertise in the market and in doing so, help advisers and investors learn more about the tax-efficient sector.
If you are interested in participating in the series, or would like to find out more, get in touch with Jessica at firstname.lastname@example.org.
About Fundamental Asset Management
Fundamental Asset Management is an independent, owner managed, investment management firm with an unrivalled knowledge of the AIM market. It has successfully provided AIM Portfolio Management with Inheritance Tax planning to private investors, trusts and institutions since 2004.
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